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| The Planner
February 2010 | |
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Greetings!
Happy
New Year! The challenges and successes
of 2009 are behind us, and PPGGNY is ready for a busy and productive 2010. While we all await news on how (if at all)
Congress acts to resolve the federal transfer tax situation, PPGGNY will offer
a wealth of programs this winter and spring to keep you up to date and
engaged. Here is what is on tap:
- February 17- Randy
Beranek's primer on charitable gift annuities will be followed by a
luncheon panel on best practices and common issues with this popular gift. Anyone who offers gift annuities or is
considering doing so will benefit from this double program.
- March 24 - Davida Isaacson will lead a morning workshop on how gift planning relates
to overall development efforts followed by Martha May Damen on women and
wealth.
- April 21 - Fred Hartwick will present a seminar on the life of a stock (who hasn't
had an issue with closely-held or other non-traditional stock gifts?)
followed by Margaret Holman on the fusion/confusion of major and planned
gifts (again, something all of us know about or will sooner or
later!).
To
cap the season, our one-day conference, the newly re-named New York
Philanthropic Planning Symposium or NYPPS, will be held on May 26 at the
Marriott Marquis. Robert Sharpe will be
the keynote speaker and we are lining up many other speakers on a wide array of
topics.
The Planner, PPGGNY's electronic
newsletter, has returned. The Planner will have complete program
updates as well as links to useful information on this website and elsewhere on
the Internet. It will also feature
member news, job announcements, and links to information on our generous
sponsors.
Just
getting around to joining us now or entering the gift planning field this
winter? If so, note that our discounted
half-year memberships are available and may save you up to $95 on the programs
mentioned above.
As
always, my fellow directors and I welcome your feedback and comments: contact me or the
PPGGNY office or seek us
out at an upcoming program. We look
forward to hearing from you and to seeing you.
Best
regards,
John M. Bacon, J.D.
PPGGNY President
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February 17th Luncheon
February will feature another two sessions for the price of one!
- Session I (10:30-Noon): Gift Annuity Basics...and Then Some. The presenter for this session will be Randy Beranek, Director of Planned Giving at the Salvation Army, Greater NY Division.
- Session II (12:30-2:00): Ask the Expert...Charitable Gift Annuities (Panel Discussion). The panel will be composed of:
Pamela Bennett, Director of Planned Giving at Memorial Sloan-Kettering Cancer Center,
Pamela Butler, Deputy Chief Development Officer at the Metropolitan Museum of Art, and
Michael Meehan, First VP at BNY Mellon Wealth Management. Jonathan Gudeman, Managing Director at Changing Our World, Inc. will serve as Moderator.
The Meal of the Day will be Filet of Fish Maître d'hôtel. For more information on the topic and/or the speakers Click Here. |
Half-year Membership Offer
You are invited to take advantage of our 1/2 year membership offer: join at the reduced price of $195 for the remainder of our program year and you will be included in our ONLINE DIRECTORY and entitled to enjoy all the PPGGNY "Members Only" benefits. In addition, you will save up to $95 on upcoming PPGGNY events...almost half of your membership fee.
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What is NYPPS?
NY PPS is t he acronym forthe new name for PPGGNY's annual May conference: New York Philanthropic Planning Symposium. This year NYPPS will be held on Wednesday, May 26th at the Marriott New York Marquis Hotel. The program for this event is still in development, but we can tell you now that the luncheon Keynote Speaker will be Robert F. Sharpe, Jr. from The Sharpe Group. Monitor our website for more information about NYPPS as it becomes available. SAVE THE DATE: May 26!
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| Members...Have You Registered for the Website?
There is a lot of information and services available to PPGGNY members...and you may not yet have availed yourself of them. By registering on the site, members have full access to the Members Only page that can be accessed by clicking Members Only on the home page of the website:
This page will give you exclusive access to:
- PPGGNY Member Directory
- Job Bank
- Message Board
- Access to Handouts Distributed at Luncheons, Seminars and the Upcoming Symposium
- Ability to Manage Your Contact Information
- Ability to Easily Renew Your Membership
If you have not yet registered, please click on Members Only on the home page and you will be taken to a page that will ask for your E-mail Address and Zip Code. You will then be asked to create a User Name and Password, just like any limited-access site--and you're on your way. If you have any questions or problems, please contact our webmaster who will help you get registered.
We hope that you will enjoy these added benefits for our Members and will come back to use them time and again. |
| New Job Opportunities
Among several new job listings posted in our Job Bank (open to our members only), are two which have been listed recently: Continuum Health Partners is seeking a Director of Planned Giving and Rutgers University is recruiting for a Gift Planning Officer. For our members to obtain more information on these opportunities, please go to the Members Only page of our website. |
| Members In Motion
PPGGNY wants to congratulate Lorri M. Grief, CFRE on the publication of her article, The Ongoing Effect of Planned Gifts--Even on Your Capital Campaign, in the January/February 2010 issues of AFP's Advancing Philanthropy.
If you have participated in a conference, written an article or have a new job, just e-mail Mark Kalish and let him know. He will publish the information in the next issue of The Planner. |
| Welcome New PPGGNY Members
We would like to officially welcome some of the new members who joined us in the past several months. We look forward to seeing you at our monthly luncheons and seminars, joining our committees, and becoming active:
Ilana Artman, American Friends of Herzog Hospital
Chistopher Bellis, Lambda Legal
Jacques Boubli, Bernstein Global Wealth Management
Meryl Cosentino, JD, St. Francis Hospital
Richard Feiner, The New York Eye and Ear Infirmary
Laura Guerra, Bernstein Global Wealth Management
Clara A. Nyman, Jewish Home Lifecare
Joseph F. X. Lee, Community Counseling Service
Alexas Orcutt, Vassar College
Andrea McDaniel, National Madison Group, Inc.
Additional new members will be listed in our next newsletter.
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| Editors Wanted
PPGGNY would like this monthly e-newsletter to be informative and helpful to you. Towards that end we would like to include for example: articles on changes in charitable gift regulations, a Tip of the Month column, and news briefs of interest to our members and friends. If you would like to participate and be part of our editorial board, please contact Mark Kalish or Mark Krause, co-chairs of PPGGNY's Marketing and Communications Committee. |
Just In!
The House has unanimously approved a bill to allow taxpayers who make charitable contributions to victims of the earthquake in Haiti to claim an itemized charitable deduction on their 2009 tax return instead of having to wait until next year to claim these deductions on their 2010 tax return.
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